Planner - Organizing a team's tasks Video
Unlock the power of collaboration with our latest video, 'Organizing a Team's Tasks.' Discover how Microsoft Planner can transform your project management approach. Learn how to create plans, categorize tasks, and keep everyone in the loop with real-time updates. Don't miss this essential guide to efficient teamwork and achieving your goals!
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Objectifs :
This document aims to provide a comprehensive overview of how to effectively manage a team project using Microsoft Planner within the Office 365 suite. It outlines the steps for organizing tasks, monitoring progress, and collaborating with team members, ensuring a streamlined approach to project management.
Chapitres :
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Introduction to Team Project Management
Managing a team for an internal project can be challenging, especially when it involves multiple tasks over several months. This guide will explore how to utilize Microsoft Planner to create a global view of project progress, ensuring that all team members are organized and informed. -
Setting Up Microsoft Planner
To begin, access Planner through the Office 365 application launcher. If you are part of Office 365 Groups, you will find your groups in the panel and on the main screen of the Schedule Center. Planner integrates seamlessly with these groups, providing flexibility in project management. -
Creating a New Plan
Once in Planner, create a new plan for your project. This process is quick and allows you to dive into organizing your tasks. Use 'buckets' to categorize different phases of your project, such as Conception, Realization, and Deployment. -
Establishing Your To-Do Lists
Within each bucket, you can prepare your To-Do lists without immediately assigning tasks or setting deadlines. This allows for initial organization without overwhelming details. Once your lists are ready, you can proceed to add team members. -
Adding Team Members and Assigning Tasks
After creating your plan, you can add members to your project. Simply type their names or surnames, and Planner will suggest results. You can assign tasks to each member and set deadlines. To assign a task, click on it to open the detail window, where you can add descriptions, checklists, and attach files. -
Monitoring Progress
As the project progresses, all assigned members can view the To-Do list and track their tasks. After a few days or weeks, you can assess progress through group reviews. Organize tasks by buckets, assignments, or progress. The charts view provides a synthetic overview of task distribution, deadlines, and ongoing tasks. -
Adjusting Task Management
Using the insights gained from the charts view, you can adjust task assignments based on team members' workloads. Reassign tasks from busy individuals to those with lighter loads to ensure balanced productivity. -
Conclusion: The Benefits of Using Planner
Microsoft Planner serves as an excellent compromise between individual task management and complex project management tools. It offers simple organizational capabilities for teams, integrates well with other Office 365 applications, and enhances collaboration. By utilizing Planner, you can streamline your project management process effectively.
FAQ :
What is Microsoft Planner?
Microsoft Planner is a task management tool that helps teams organize their work, assign tasks, and track progress in a collaborative environment.
How do I create a new plan in Planner?
To create a new plan in Planner, access the Office 365 application launcher, select Planner, and then click on 'Create a new plan' to set up your project.
Can I assign tasks to team members in Planner?
Yes, you can assign tasks to team members by clicking on a task, opening the detail window, and selecting the member you want to assign it to.
What are buckets in Planner?
Buckets are categories used in Planner to organize tasks by different phases or types, making it easier to manage and visualize the workflow.
How can I track progress in Planner?
You can track progress in Planner by using the charts view, which provides a visual overview of task completion, overdue tasks, and individual workloads.
Is Planner integrated with other Office 365 applications?
Yes, Planner is fully integrated with other Office 365 applications, allowing for seamless collaboration and task management across different tools.
Quelques cas d'usages :
Project Management in Marketing
A marketing team can use Planner to organize their campaign tasks, assign responsibilities to team members, and track the progress of each phase, ensuring timely delivery of marketing materials.
Software Development Sprints
In a software development environment, teams can utilize Planner to manage sprints by creating buckets for each sprint phase, assigning tasks to developers, and monitoring progress through the charts view.
Event Planning
An event planning team can leverage Planner to coordinate tasks related to venue selection, catering, and logistics, assigning specific tasks to team members and tracking completion to ensure a successful event.
Sales Team Coordination
A sales team can use Planner to manage leads and follow-ups, assigning tasks to team members based on their workload and tracking progress to optimize sales efforts.
Product Launch Preparation
During a product launch, teams can create a detailed plan in Planner, using buckets to separate tasks by marketing, sales, and logistics, ensuring all aspects of the launch are covered and deadlines are met.
Glossaire :
Office 365
A cloud-based suite of productivity applications and services offered by Microsoft, including tools like Word, Excel, PowerPoint, Outlook, and Planner.
Planner
A task management tool within Office 365 that allows users to create plans, assign tasks, and track progress collaboratively.
Buckets
Categories within Planner used to organize tasks by phases or types, helping to structure the workflow of a project.
To Do list
A list of tasks that need to be completed, which can be organized by priority, deadlines, or categories.
Group reviews
Meetings or sessions where team members discuss the progress of tasks and projects, often using visual aids like charts to analyze performance.
Charts view
A visual representation of task progress in Planner, showing the number of tasks per person, overdue tasks, and ongoing tasks.
Collaborative tools
Software applications that facilitate teamwork and communication among team members, allowing for shared access to documents and tasks.
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